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Geneos Wealth Management’s Coty COTY Stock Holding History

Geneos Wealth Management’s Portfolio COTY Stock Details COTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-95
Closed -$661 – 3069
2024
Q4 		$661 Sell
95
-203,720
-100% -$1.57M ﹤0.01% 2848
2024
Q3 		$1.91M Buy
203,815
+27,452
+16% +$262K 0.07% 294
2024
Q2 		$1.77M Buy
176,363
+68,861
+64% +$738K 0.08% 271
2024
Q1 		$1.29M Buy
107,502
+59,804
+125% +$730K 0.06% 312
2023
Q4 		$592K Buy
47,698
+33,997
+248% +$367K 0.03% 432
2023
Q3 		$150K Buy
+13,701
New +$161K 0.01% 758
2020
Q3 		– Sell
-1,500
Closed -$6K – 2641
2020
Q2 		$6K Buy
+1,500
New +$7.28K ﹤0.01% 2073
2019
Q1 		– Sell
-6,756
Closed -$43K – 2415
2018
Q4 		$43K Buy
+6,756
New +$62.3K ﹤0.01% 1167
2018
Q1 		– Sell
-59
Closed -$1K – 2177
2017
Q4 		$1K Sell
59
-358
-86% -$6.11K ﹤0.01% 2085
2017
Q3 		$6K Hold
417
– – ﹤0.01% 1705
2017
Q2 		$7K Sell
417
-31
-7% -$574 ﹤0.01% 1628
2017
Q1 		$8K Hold
448
– – ﹤0.01% 1547
2016
Q4 		$8K Buy
+448
New +$9.26K ﹤0.01% 1492
2016
Q2 		– Sell
-354
Closed -$10K – 1811
2016
Q1 		$10K Buy
+354
New +$9.26K ﹤0.01% 1299

Other funds holding COTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CGH
Contrarius Group Holdings Hamilton, Bermuda $2.17B AUM 134.87% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Geneos Wealth Management's COTY Position: Q1 2025 in Review

Geneos Wealth Management sold out of Coty (COTY) in Q1 2025, closing a stake of 95 shares — an estimated $661 sold.

Geneos Wealth Management first reported a position in COTY in Q1 2016 and held it in 14 quarters. The position peaked at $1.91M in Q3 2024. 323 funds tracked by Wall St. Rank hold COTY as of Q1 2025.

  • Geneos Wealth Management reported no remaining Coty position as of Q1 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 95 Coty shares in Q1 2025, an estimated $661.
  • Geneos Wealth Management first reported a position in Coty in Q1 2016 and held it in 14 quarters.
  • Geneos Wealth Management's Coty position peaked at $1.91M in Q3 2024.
  • 323 funds tracked by Wall St. Rank held Coty as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.